Purchases and Sales Made in Q2 2023 in Ishares Trishares 0 3 Mnth Tre (SGOV)

SGOV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Trishares 0 3 Mnth Tre (SGOV) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES TRISHARES 0-3 MNTH TRE.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
1.2K
+ 23.58%
$120K - $121K
6.29K $632K
Aug 02, 2023 Q2 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
1.19K
+ 1.35%
$120K - $120K
89.3K $8.97M
Jul 13, 2023 Q2 2023
Highland Financial Advisors, LLC

BUY
 -
1.16K
+ 14.06%
$116K - $117K
9.41K $946K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
1.16K
New
$116K - $116K
1.16K $116K
Jul 21, 2023 Q2 2023
Salomon & Ludwin, LLC

BUY
 -
1.14K
+ 5.38%
$114K - $114K
22.2K $2.24M
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
1.1K
New
$110K - $111K
1.1K $111K
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
1.08K
+ 0.7%
$108K - $109K
155K $15.6M
Aug 01, 2023 Q2 2023
Community Bank, N.A.

BUY
 -
1K
+ 47.15%
$100K - $101K
3.13K $314K
Jul 19, 2023 Q2 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
978
+ 12.15%
$98K - $98.4K
9.03K $907K
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
926
+ 23.45%
$92.8K - $93.2K
4.87K $490K
Aug 14, 2023 Q2 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
798
+ 28.13%
$79.9K - $80.3K
3.64K $365K
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
696
+ 16.36%
$69.7K - $70K
4.95K $498K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
670
New
$67.1K - $67.4K
670 $67.3K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
660
+ 28.52%
$66.1K - $66.4K
2.97K $299K
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
620
+ 5.25%
$62.1K - $62.4K
12.4K $1.25M
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
620
New
$62.1K - $62.4K
620 $62.3K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
528
+ 15.94%
$52.9K - $53.1K
3.84K $386K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
499
+ 11.9%
$50K - $50.2K
4.69K $471K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
498
New
$49.9K - $50.1K
498 $50.1K
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
493
+ 21.31%
$49.4K - $49.6K
2.81K $282K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
491
+ 18.35%
$49.2K - $49.4K
3.17K $318K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
473
+ 10.78%
$47.4K - $47.6K
4.86K $489K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
473
+ 10.78%
$47.4K - $47.6K
4.86K $489K
Aug 10, 2023 Q2 2023
Transatlantique Private Wealth LLC

BUY
 -
439
+ 1.78%
$44K - $44.2K
25K $2.52M
Jun 25, 2024 Q2 2023
Transatlantique Private Wealth LLC

BUY
 -
439
+ 1.78%
$44K - $44.2K
25K $2.52M
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
375
+ 681.82%
$37.6K - $37.7K
430 $43.2K
Aug 03, 2023 Q2 2023
Triumph Capital Management

BUY
 -
373
+ 12.95%
$37.4K - $37.5K
3.25K $327K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
323
+ 1.66%
$32.4K - $32.5K
19.8K $1.99M
Aug 23, 2023 Q2 2023
Headinvest, LLC

Portland, ME
BUY
 -
315
+ 8.55%
$31.6K - $31.7K
4K $402K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
282
New
$28.3K - $28.4K
282 $28.3K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
267
+ 11.85%
$26.7K - $26.9K
2.52K $253K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
238
+ 3.39%
$23.8K - $23.9K
7.26K $730K
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
223
+ 5.65%
$22.3K - $22.4K
4.17K $419K
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
199
New
$19.9K - $20K
199 $20K
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
195
New
$19.5K - $19.6K
195 $19.6K
Aug 04, 2023 Q2 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
190
+ 0.15%
$19K - $19.1K
123K $12.4M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
148
+ 2.26%
$14.8K - $14.9K
6.69K $672K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
110
+ 12.36%
$11K - $11.1K
1K $101K
Jul 14, 2023 Q2 2023
Baldwin Brothers LLC

BUY
 -
100
+ 8.0%
$10K - $10.1K
1.35K $136K
Jul 20, 2023 Q2 2023
Ade, LLC

BUY
 -
64
+ 0.37%
$6.41K - $6.44K
17.2K $1.73M
Jul 26, 2023 Q2 2023
Latitude Advisors, LLC

BUY
 -
59
+ 1.17%
$5.91K - $5.94K
5.1K $512K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
47
New
$4.71K - $4.73K
47 $4.72K
Jul 24, 2023 Q2 2023
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
44
+ 1.23%
$4.41K - $4.43K
3.61K $363K
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
38
New
$3.81K - $3.82K
38 $3.82K
Jul 19, 2023 Q2 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
30
+ 0.69%
$3.01K - $3.02K
4.35K $437K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
18
+ 0.14%
$1.8K - $1.81K
13.3K $1.34M
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
13
New
$1.3K - $1.31K
13 $1.31K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
9
+ 0.02%
$902 - $906
51.6K $5.19M
Jul 10, 2023 Q2 2023
Financial Management Professionals, Inc.

BUY
 -
2
+ 0.22%
$200 - $201
897 $90.2K

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